Creating Automations Based on Form Submissions

Setting Up the Form

To create an automation based on a form, you will first need to create and place a form.

Create a new form or edit an existing form. Then, place the form either on a website or on a Lead Gen & CRM landing page.

Creating Visual Workflow Automation

When creating form submission automation, the visual workflow must use the form submission as the trigger event. First, create or edit a visual workflow

1. Click + Add > Trigger under Start.
   
   

    

2. Choose either Fills out the form or Fills out any form under Form.
   
   

    

3. If you chose:
   • Fills out the form - Enter the form name and at what time the trigger should apply and then click OK.
     
     

      

   • Fills out any form - Enter how many form fills are necessary for the trigger to apply and then click OK.
     
     

      

4. Click + Add under the added trigger.
5. Choose one of the following and complete the workflow with the desired actions, triggers, filters, and/or delays.

   	Option		Definition
   	Time Delay		Adds a delay between the form submission and the following action.
   	Action		Inserts individual actions.
   	Action Group		Inserts a created action group.

6. Once the workflow is complete, set the activity toggle to Active.
   
   

Below is an example of a completed automation based on a form submission:

Frequently Asked Questions

Q: How can automated communications seem less automated?
A: Setting up a non-business hours workflow is a great way to ensure your automated communication seems human. If a lead submits a contact form after business hours, you can send an email—and not a standard auto-responder—indicating the team will respond in the morning.
 

Q: How can the automation be tested?
A: Test the automation by filling out the form on your webpage or Lead Gen & CRM landing page. You will see the lead record created in the Contact Manager, and the workflow will be listed under the Memberships tab.

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